Luma Financial

Overview

Luma Financial is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage-of-assets fee and concentrates its client work on straightforward wealth-management relationships rather than institutional or pension consulting. Luma Financial’s investment approach emphasizes pooled public funds, with a clear tilt toward mutual funds as the primary vehicle for delivering core equity and fixed-income exposures. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a separate capital allocator.

Assets & Accounts

Public Holdings

Location & Offices